Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SAVANT CAPITAL LLC 02-05-2024 12-31-2023 843 7,757,511,620
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GENERAL DYNAMICS CORP COM 401 $1,152,537 4,438 0.00 0.00 308 7.46 12-31-2023
INTERCONTINENTAL EXCHANGE IN COM 402 $1,150,373 8,957 0.00 0.00 2,111 30.84 12-31-2023
HARTFORD FINL SVCS GROUP INC COM 403 $1,147,768 14,279 0.00 0.00 614 4.49 12-31-2023
SCHWAB STRATEGIC TR US AGGREGATE B 404 $1,144,851 24,558 0.00 0.00 -14,036 -36.37 12-31-2023
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